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Three F, First Half Ordinary Profit Increases by 46%, Jun-Aug Ordinary Profit Increases by 53%

Thu Oct 9, 2025 4:00 pm JST Earnings

7544 Three F Co., Ltd. 【J-GAAP】

Earnings Report

Three F Co., Ltd. <7544> [TSE Std] announced its financial results after the market closed on October 9th (16:00). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending February 2026 (March to August) expanded 0.87 billion yen, an increase 46.5% compared to the same period last year. Progress toward the full-year plan of 1.34 billion yen was 64.9%, it was below the five-year average of 71.7%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the September to February period (second half) is expected to grow 14.9% from the same period last year, reaching 0.47 billion yen.

In the most recent three-month period, from June to August (2Q), the consolidated ordinary profit increased 52.8% from the same period last year, reaching 0.52 billion yen. The operating profit margin significantly improved from 9.5% in the same period last year to 13.1%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Mar - Aug, 2023 7,035 470 473 111 14.7 51.8 Oct 12, 2023 J-GAAP
Mar - Aug, 2024 7,004 592 594 157 20.8 59.2 Oct 10, 2024 J-GAAP
Mar - Aug, 2025 7,613 864 870 249 32.9 64.9 Oct 9, 2025 J-GAAP
YoY +8.7% +45.9% +46.5% +58.6% +58.2%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar - Aug, 2025 Guidance 7,610 860 870 245 32.4 7 Sep 19, 2025 J-GAAP
Mar - Aug, 2025 Results 7,613 864 870 249 32.9 7 Oct 9, 2025 J-GAAP
Revision Rate +0.0% +0.5% 0.0% +1.6% +1.6%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Sep - Feb, 2024 6,912 405 409 132 17.5 5 Apr 10, 2025 J-GAAP
Sep - Feb, 2025 Guidance 7,287 476 470 101 13.3 7 Oct 9, 2025 J-GAAP
YoY +5.4% +17.5% +14.9% -23.5% -23.7%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Feb, 2024 13,857 909 914 217 28.7 10 Apr 11, 2024 J-GAAP
Feb, 2025 13,916 997 1,003 289 38.2 10 Apr 10, 2025 J-GAAP
Feb, 2026 Guidance 14,900 1,340 1,340 350 46.2 14 Sep 19, 2025 J-GAAP
YoY +7.1% +34.4% +33.6% +21.1% +20.8%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jun - Aug, 2024 3,591 342 343 85 11.3 9.5 Oct 10, 2024 J-GAAP
Sep - Nov, 2024 3,496 197 199 47 6.2 5.6 Jan 9, 2025 J-GAAP
Dec - Feb, 2024 3,416 208 210 85 11.3 6.1 Apr 10, 2025 J-GAAP
Mar - May, 2025 3,651 344 346 100 13.3 9.4 Jul 10, 2025 J-GAAP
Jun - Aug, 2025 3,962 520 524 149 19.7 13.1 Oct 9, 2025 J-GAAP
YoY +10.3% +52.0% +52.8% +75.3% +74.9%

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